Exclusive | "Shangjie" is about to be released: Huawei starts "trademark transfer", the first product is optimized based on SAIC's "existing models".

① According to exclusive information from industry insiders obtained by the Financial Associated Press, the Hongmeng Intelligent Driving "Shangjie" brand is scheduled to be officially released on April 10, when more information about new brands and products will be revealed. ② Insiders close to Huawei have informed the Financial Associated Press that the first model of "Shangjie" will be officially launched within this year.

cls.cnMar 24 12:26

The signal for price increase in cloud-based services has appeared, signaling the start of an upward cycle in computing power.

With the gradual release of deep thinking models such as Deepseek R1 and openAI o1/o3, the demand for high-performance computing on the inference side is rapidly being unleashed, leading to a rapid expansion of Capex by major companies like Alibaba and Tencent, with a quarterly capital expenditure increase of over 250% in Q4 2024, marking the formal entry of the cloud upstream into a new upward cycle.

Guosheng SecuritiesMar 24 11:06

Manufacturing vehicles at the production end and selling vehicles at the sales end, nearly 20 complete vehicle companies are rapidly entering the humanoid robot sector.

① Mercedes-Benz announced in a statement that it will invest tens of millions of euros in Apptronik. ② Chongqing Changan Automobile disclosed that it is publicly sourcing suppliers for its humanoid robot research and development project. ③ Chery is also accelerating its layout in a series of new industry clusters including onboard Drones, humanoid robots, Robotaxi, and flying cars.

cls.cnMar 19 20:13

The "hot battles" of humanoid robots have begun: with an intensive release of new products, has the year of mass production really arrived?

① Siasun Robot&Automation and Zhiyuan Robot both launched new humanoid robots, and related Concept stocks rose in response; ② mass production of humanoid robots still faces challenges, and domestic manufacturers aim to produce thousands of units this year; ③ there are also disputes within the Industry regarding the implementation scenarios.

cls.cnMar 12 13:49

Express News | DeepSeek-R2 will be released on March 17, and there has been no official response yet.

BreakingsMar 11 15:22

China Academy of Information and Communications Technology has initiated the development of technical standards for multimodal Asia Vets, marking the explosive year of AI agents.

① To further accelerate the empowerment of industries by Asia Vets and promote the high-quality development of multimodal Asia Vets, the China Academy of Information and Communications Technology has officially launched the preparation of technical specifications for multimodal Asia Vets. ② Industrial giants are focusing on AI Agents, marking the explosive growth year for AI Agents.

cls.cnMar 11 07:56